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July 31, 2026 Release Notes

This release covers new features, improvements, and bug fixes shipped across Account Monitoring, Questionnaires, Onboarding, Integrations, and more.

Account Monitoring: Transfers Reverted to Included & Bulk Omit

As announced on 6/30, transfers have been added back into variance calculations as of 7/8. Transfers are now included by default everywhere variance is served (review, data summary, activity tab).

  • A new "Bulk omit transfers" button is available within the monitoring review. Clicking it omits all transfer transactions in that review in a single action — no drawer or multi-step flow required.
  • When transfers are omitted, the action flips to "Bulk un-omit transfers" to restore them in a single click.
  • Both bulk actions are attributed to the acting user and recorded in the audit trail, the same as a single-transaction omission.
  • The omit button is disabled on completed reviews to prevent unintended modifications.
  • An informational banner displays when transfers are detected in a review, and the individual omit button is hidden when the banner is active to avoid confusion.
  • Variance tooltips throughout the review, data summary, and activity tab have been updated to reflect the new transfer handling.

Account Monitoring: Standard Deviation Variance

  • Variance charts now display a single variance line (simplified from the previous multi-line view) for standard-deviation-based reviews.
  • Standard deviation data generation now respects the review period — data segments are only generated after the account's start date.
  • Fixed an issue where STD insights did not trigger for Quarterly and Semi-Annual account reviews.

Onboarding & Account Management

  • FIs can now add an account without inviting a user. Previously, creating an account required sending an invitation to a CRB user — FIs can now set up the account first and invite later.
  • The welcome email copy has been updated to be industry-agnostic, removing cannabis-specific language so it works for all high-risk verticals.

Questionnaires

  • Fixed an issue where same-day re-send of a one-time questionnaire showed "sent successfully" but the edited content was never delivered. We now display an error message describing the situation.
  • Fixed a notification issue where a Standard User with Questionnaire Assigner/Viewer role received an incorrect email on business stage change (for Seedling accounts).

Integration Updates

  • Metrc NY — Added integration support for Metrc New York, enabling data syncing for NY-licensed operators.
  • Dutchie — Fixed an issue where Metrc OnBoarding transaction types were incorrectly returned as sales, skewing sales totals for affected accounts.
  • Canix — Resolved missing invoices not appearing in GCV for Canix-integrated accounts.
  • Product Mapping — Fixed product categorization mappings not applying correctly on existing records (only new records were being mapped).

Bug Fixes

Account Monitoring

  • Fixed the date picker arrows jumping when changing the month in the Monitoring > Create New Review modal (custom date range).
  • Fixed an issue where re-approving an account reset the existing monitoring review date.
  • Fixed StdDev insight comment headers showing generic text instead of the specific insight name.
  • Fixed variance amount and percent displaying incorrect values on the Activity tab.
  • Fixed the PDF export total sales and deposits chart not excluding omitted deposits.